The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Labs COM 002824100 1,150,130 12,675 SH SOLE 0 0 12,675
Abbvie Inc COM 00287Y109 1,535,507 6,102 SH SOLE 0 0 6,102
Aflac Inc COM 001055102 495,381 4,225 SH SOLE 0 0 4,225
Alliance Resources Partners L UT LTD PART 01877R108 1,045,528 43,600 SH SOLE 0 0 43,600
Alphabet Inc Cl A CAP STK CL A 02079K305 1,566,710 4,384 SH SOLE 0 0 4,384
Alphabet Inc Cl C CAP STK CL C 02079K107 851,525 2,410 SH SOLE 0 0 2,410
Altria Group COM 02209S103 597,905 8,310 SH SOLE 0 0 8,310
Amazon Com Inc COM 023135106 1,172,633 4,920 SH SOLE 0 0 4,920
Ameren Corp COM 023608102 1,491,337 13,193 SH SOLE 0 0 13,193
American Express Co COM 025816109 202,950 600 SH SOLE 0 0 600
Apple Inc COM 037833100 4,153,473 14,354 SH SOLE 0 0 14,354
Arrowhead Pharmaceuticals In COM 04280A100 5,365,885 65,831 SH SOLE 0 0 65,831
ASML Holding N V N Y REGISTRY SHS N07059210 10,619,631 5,338 SH SOLE 0 0 5,338
Atmos Energy Corp COM 049560105 3,451,257 20,034 SH SOLE 0 0 20,034
Berkshire Hathaway Inc Del CL B NEW 084670702 789,616 1,578 SH SOLE 0 0 1,578
Biogen Inc COM 09062X103 8,549,710 39,571 SH SOLE 0 0 39,571
Boeing Co COM 097023105 412,159 1,904 SH SOLE 0 0 1,904
Bristol-Myers Squibb Co COM 110122108 1,009,041 17,512 SH SOLE 0 0 17,512
Broadcom Inc COM 11135F101 3,794,877 10,046 SH SOLE 0 0 10,046
Cadence Design Systems Inc COM 127387108 4,166,052 11,100 SH SOLE 0 0 11,100
Cameco Corp COM 13321L108 5,597,207 54,950 SH SOLE 0 0 54,950
Canadian Natl Ry Co COM 136375102 440,115 3,691 SH SOLE 0 0 3,691
Caterpillar Inc COM 149123101 612,318 575 SH SOLE 0 0 575
Chevron Corp New COM 166764100 302,678 1,826 SH SOLE 0 0 1,826
Coca Cola Co COM 191216100 495,422 6,096 SH SOLE 0 0 6,096
Commerce Bancshares Inc COM 200525103 681,681 11,804 SH SOLE 0 0 11,804
Cummins Inc COM 231021106 16,216,256 22,737 SH SOLE 0 0 22,737
Edgewell Personal Care Co COM 28035Q102 214,880 8,000 SH SOLE 0 0 8,000
Eli Lilly & Co COM 532457108 552,937 461 SH SOLE 0 0 461
Emerson Elec Co COM 291011104 1,340,743 9,366 SH SOLE 0 0 9,366
Enterprise Prods Partners L COM 293792107 1,724,632 46,916 SH SOLE 0 0 46,916
Equifax Inc COM 294429105 1,410,545 8,887 SH SOLE 0 0 8,887
Exxon Mobil Corp COM 30231G102 11,522,368 84,277 SH SOLE 0 0 84,277
Garmin Ltd SHS H2906T109 285,048 1,200 SH SOLE 0 0 1,200
GE Aerospace COM NEW 369604301 233,581 625 SH SOLE 0 0 625
General Dynamics Corp COM 369550108 7,103,575 20,053 SH SOLE 0 0 20,053
Hershey Co COM 427866108 6,855,533 39,074 SH SOLE 0 0 39,074
Home Depot Inc COM 437076102 283,202 803 SH SOLE 0 0 803
Huntington Ingalls Inds Inc COM 446413106 3,686,431 13,171 SH SOLE 0 0 13,171
International Business Machs COM 459044103 1,375,961 4,893 SH SOLE 0 0 4,893
Intel Corp COM 458140100 20,980,525 150,258 SH SOLE 0 0 150,258
Ionis Pharmaceuticals Inc COM 462222100 17,470,362 220,335 SH SOLE 0 0 220,335
IonQ Inc COM 46222L108 14,923,345 280,198 SH SOLE 0 0 280,198
Iovance Biotherapeutics Inc COM 462260100 8,624,520 2,073,202 SH SOLE 0 0 2,073,202
Johnson & Johnson COM 478160104 1,237,034 4,871 SH SOLE 0 0 4,871
McCormick & Co Inc COM NON VTG 579780206 285,881 5,670 SH SOLE 0 0 5,670
McDonalds Corp COM 580135101 228,142 844 SH SOLE 0 0 844
Merck & Co COM 58933Y105 2,619,216 20,383 SH SOLE 0 0 20,383
Meta Platforms Inc A CL A 30303M102 335,158 595 SH SOLE 0 0 595
Microsoft Corp COM 594918104 38,332,771 102,763 SH SOLE 0 0 102,763
Newmont Corporation COM 651639106 2,618,189 28,032 SH SOLE 0 0 28,032
Nextera Energy Inc COM 65339F101 9,240,513 105,281 SH SOLE 0 0 105,281
Oklo Inc COM CL A 02156V109 1,208,928 23,102 SH SOLE 0 0 23,102
Palantir Technologies Inc CL A 69608A108 15,693,982 134,516 SH SOLE 0 0 134,516
Palo Alto Networks Inc COM 697435105 3,703,477 10,860 SH SOLE 0 0 10,860
Parker-Hannifin Corp COM 701094104 13,712,264 14,019 SH SOLE 0 0 14,019
Pfizer COM 717081103 390,240 16,206 SH SOLE 0 0 16,206
Philip Morris Intl Inc COM 718172109 329,437 1,821 SH SOLE 0 0 1,821
Procter And Gamble Co COM 742718109 8,820,836 60,153 SH SOLE 0 0 60,153
Qualcomm Inc COM 747525103 21,384,217 115,722 SH SOLE 0 0 115,722
Regeneron Pharmaceuticals COM 75886F107 18,395,054 29,501 SH SOLE 0 0 29,501
Rigetti Computing Inc COMMON STOCK 76655K103 3,889,985 201,345 SH SOLE 0 0 201,345
Royal Gold Inc COM 780287108 5,976,922 29,943 SH SOLE 0 0 29,943
Servicenow Inc COM 81762P102 2,180,884 21,967 SH SOLE 0 0 21,967
Shell Plc SPON ADS 780259305 619,467 7,989 SH SOLE 0 0 7,989
Shopify Inc CL A 82509L107 5,739,029 50,263 SH SOLE 0 0 50,263
Southern Co COM 842587107 560,382 5,855 SH SOLE 0 0 5,855
Spire Inc COM 84857L101 1,382,505 17,704 SH SOLE 0 0 17,704
Taiwan Semiconductor Manufac SPONSORED ADS 874039100 277,468 581 SH SOLE 0 0 581
Union Pac Corp COM 907818108 2,248,624 8,267 SH SOLE 0 0 8,267
Vanguard Index Fds TOTAL STK MKT 922908769 723,058 1,954 SH SOLE 0 0 1,954
Vanguard Index Fds S&P 500 ETF SHS 922908363 4,720,445 6,873 SH SOLE 0 0 6,873
Walmart Inc COM 931142103 505,026 4,459 SH SOLE 0 0 4,459